YorkBridge Wealth Partners’s Regions Financial RF Stock Holding History

YorkBridge Wealth Partners’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-200	Closed	-$3K	–	539
2019 Q2	$3K	Hold	200	–	–	﹤0.01%	683
2019 Q1	$3K	Hold	200	–	–	﹤0.01%	681
2018 Q4	$3K	Hold	200	–	–	﹤0.01%	665
2018 Q3	$4K	Hold	200	–	–	﹤0.01%	676
2018 Q2	$4K	Hold	200	–	–	﹤0.01%	709
2018 Q1	$4K	Hold	200	–	–	﹤0.01%	701
2017 Q4	$4K	Hold	200	–	–	﹤0.01%	732
2017 Q3	$3K	Hold	200	–	–	﹤0.01%	751
2017 Q2	$3K	Hold	200	–	–	﹤0.01%	746
2017 Q1	$3K	Hold	200	–	–	﹤0.01%	736
2016 Q4	$3K	Buy	+200	New	+$2.47K	﹤0.01%	724

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

YorkBridge Wealth Partners's RF Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Regions Financial (RF) in Q3 2019, closing a stake of 200 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in RF in Q4 2016 and held it in 11 quarters. The position peaked at $4K in Q3 2018. 696 funds tracked by Wall St. Rank hold RF as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Regions Financial position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 200 Regions Financial shares in Q3 2019, an estimated $3K.
YorkBridge Wealth Partners first reported a position in Regions Financial in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Regions Financial position peaked at $4K in Q3 2018.
696 funds tracked by Wall St. Rank held Regions Financial as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.